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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,225 | $67,602-39.0% | $82,312-49.9% | $70,126-41.2% |
| Participation rate | 55.3% | 72.8%-17.5pp | 76.9%-21.6pp | 69.5%-14.3pp |
| Annual return | 10.64% | 21.57%-10.9pp | 25.88%-15.2pp | 73.15%-62.5pp |
| Employer contribution / active EE | $791 | $1,755-54.9% | $2,428-67.4% | $2,343-66.2% |
| Participant deferral / active EE | $1,003 | $2,987-66.4% | $3,706-72.9% | $3,332-69.9% |
| Admin fee / account holder | $6,808 | $4,512+50.9% | $5,608+21.4% | $4,645+46.5% |